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But we saved everything 🙂.
Michael Kantro shared highlights from a recent dinner in Florida with another market participant. He described lively discussions as bulls and bears debated the market outlook throughout the evening.
The event combined good food, conversation, and a focus on differing perspectives among investors.
Kantro has previously discussed the relationship between U.S. unemployment rates and shifts in the 10-2 yield curve, noting their influence on short-term bond trends. In an earlier commentary, he highlighted how movements in oil prices and 10-year Treasury yields can weigh on the S&P 500, with key levels such as $70 oil potentially marking a turning point. These views have shaped his outlook in market conversations.